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home
about us
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Firm ADV PDFs
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Bank of Montreal
(NY:
BMO
)
134.14
+1.94 (+1.47%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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Analyst Adoration: 3 Stocks Feeling the Warmth of Fresh Upgrades
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June 06, 2024
Explore the latest analyst upgrades and see why upgraded stocks like Airbnb and c3.ai are poised for growth.
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Why Bank of Montreal Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
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May 29, 2024
Via
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BMO Stock Earnings: Bank of Montreal Misses EPS, Misses Revenue for Q2 2024
↗
May 29, 2024
BMO stock results show that Bank of Montreal missed analyst estimates for earnings per share and missed on revenue for the second quarter of 2024.
Via
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Earnings Scheduled For February 27, 2024
↗
February 27, 2024
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is expected to report quarterly loss at $0.07 per share on revenue of $100.49 million.
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Earnings Outlook For Bank of Montreal
↗
February 26, 2024
Via
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Bank of Montreal's Ex-Dividend Date Is Monday, Here's What You Need To Know
↗
January 24, 2024
Via
Benzinga
BMO's Q4 Revenue And Profit Drop, Increases Dividend By 3%
↗
December 01, 2023
Bank of Montreal (NYSE: BMO) reported a
Via
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Soaring Eli Lilly Stock Could Climb Another 24% According to a Wall Street Analyst. Is the Stock a Buy Now?
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May 28, 2024
Plowing $9 billion into a manufacturing facility could help a successful tirzepatide launch reach new heights.
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BMO Accelerates Branch Transformation at More Than 500 Locations Nationwide Using Matterport Digital Twins
May 02, 2024
BMO, North America’s eighth largest bank by assets, drives sustainability and efficiencies on branch rebranding and design management using Matterport’s digital twin platform
From
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Via
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China Defies Decarbonization Trend As Coal Imports Climb 16.9% In Q1 2024
↗
April 09, 2024
Despite global efforts, China's coal imports are rising, contradicting previous forecasts. Electricity demand and favorable prices drive the country's continued reliance on imported coal for energy...
Via
Benzinga
Bank of Montreal Earnings Preview
↗
November 30, 2023
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Benzinga
A Preview Of Bank of Montreal's Earnings
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November 30, 2023
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Earnings Outlook For Bank of Montreal
↗
August 28, 2023
Via
Benzinga
Carlyle And BMO Team Up: Unveil Private Equity Strategy For Canada
↗
March 22, 2024
Carlyle Group and BMO Global partner to launch private equity strategy for Canada, offering global access to accredited investors through a single fund.
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February 28, 2024
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Why Alnylam Pharmaceuticals Stock Is Sinking Today
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5 Investors Betting Big on Beamr Imaging (BMR) Stock
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February 12, 2024
BMR stock is in focus on news that Beamr will present its automated video modernization joint research in collaboration with Nvidia.
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BMO Taps Agent IQ to Continue Enhancing Client Experience at BMO InvestorLine
January 30, 2024
From
Agent IQ
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Business Wire
3 Incredibly Cheap High-Yield Bank Stocks to Buy Now
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January 28, 2024
The yields on this trio of Canadian banks are near their highest levels of the past decade. The problems they face aren't that bad.
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Pattern Recognition
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January 06, 2024
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Via
Talk Markets
Declining Interest Rates Should Boost Investment Appeal For Canadian Banks: BofA Analyst
↗
December 18, 2023
B Of A Securities analyst Ebrahim H. Poonawala revised the rating on several Canadian Banks amid a declining rates scenario. The analyst says the rapid decline in interest rates (5yr yield -120bp since...
Via
Benzinga
KKR Secures $7.2B Prime RV Loan Portfolio In Strategic Move With BMO Collaboration
↗
December 18, 2023
KKR & Co Inc (NYSE: KKR) disclosed the buyout of a super-prime recreational vehicle (RV) loan portfolio worth $7.2 billion from BMO Bank National Association,
Via
Benzinga
Interested in Investing in Canadian Stocks? Read On.
↗
December 13, 2023
Two Motley Fool analysts dig in.
Via
The Motley Fool
Earnings Scheduled For December 1, 2023
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December 01, 2023
Companies Reporting Before The Bell • Genesco (NYSE:GCO) is estimated to report quarterly earnings at $0.82 per share on revenue of $588.60 million.
Via
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Following PCE Data; Dow Surges Over 500 Points
↗
December 01, 2023
On Thursday, the CNN Money Fear and Greed index remained in the "Greed" zone.
Via
Benzinga
Topics
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Thoughts On 35 Stocks - Part 2
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November 23, 2023
A look at some stocks that are puzzling investors.
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7 Growth Stocks the Big Money Is Buying Now
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August 31, 2023
With the market imposing an ambiguous framework, investors may enjoy the inherent confidence of big money growth stock picks.
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3 Big Banks That Passed the Stress Tests With Flying Colors
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August 21, 2023
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The 3 Most Undervalued Financial Services Stocks to Buy Now: August 2023
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August 15, 2023
As the economy begins to pivot, investors will be well served by considering these undervalued financial services stocks.
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Topics
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